As you all know, natural gas exports to Mexico are growing rapidly. This is due to a multitude of factors, including:

Falling natural gas production in Mexico

Increasing demand in Mexico

Rising U.S. natural gas production from shale

A historically cheap U.S. gas price

Add to that list increasing pipeline capacity to transport gas across the southern border. One player in this market that is in a perfect position to capitalize on growing natural gas exports to Mexico is NextEra Energy Partners (NYSEMKT:NEP), or for those of you who prefer to own the MLP's general partners, NextEra Energy (NYSE:NEE). That's because due to the low price of domestic natural gas, the majority of the profit may well be from growing demand to transport it via pipeline to Mexico, where margins are higher. And NextEra has an excellent large-scale pipeline system to do just that.

To understand the demand-pull dynamics for exports to Mexico, a good reference is RBN Energy's recent article on the subject (see Supplying Mexico's Natural Gas Demand). The following graphic from that article illustrates the fundamental dynamics quite nicely…